Our People

Our Advisors

About Wingate Wealth Advisors

Jeffrey White

Jeffrey H. White, CFP^®

Financial Advisor, Partner

Carol Khouri

Carol Khouri, CFP^®, CDFA™, CeFT^®

Financial Advisor, Principal

Matt Lasker

Matthew A. Lasker, CFP^®

Financial Advisor, Partner

John Slupski

John Slupski, CFP^®

Financial Advisor, Partner

Gary Pomerantz

Gary Pomerantz, CFP^®

Financial Advisor, Partner

Peter Frailey

Peter Frailey, CFP^®

Financial Advisor

Teo Ferreira

Teo Ferreira, CFP^®

Senior Financial Advisor

Andi McNamara

Andi McNamara, CFP^®

Director of Financial Planning

Our Staff

Mark Greco

Mark F. Greco

Chief Executive Officer

Joseph Evangelista

Joseph Evangelista

Director of Investment Research and Trading

Craig Bergstorm

Craig Bergstrom

Director of Operations

Susan Hannah

Susan Hanna CeFT®

Client Relationship Administrator

Gail Kenny

Gail Kenny

Client Relationship Administrator

Chris Bekel

Chris Bekel

Associate Advisor

Carol Neal

Carol Neal

Receptionist

Carol Newman

Carol Newman IACCP^®

Compliance Specialist

Brenda Powers

Brenda Powers

Receptionist

Jennifer Roberts

Jennifer Roberts

Director of Marketing

Kara Sullivan

Kara Sullivan

Corporate Accountant

Sue Wilkinson

Sue Wilkinson

Office Manager

Jake Horowitz

Jake Horowitz

Portfolio Analyst

Lianna Deprey

Lianna Deprey

Client Service Manager

Marina Muehlke

Marina Muehlke

Client Relationship Administrator